SFA
Sequoia Financial Advisors’s SS&C Technologies SSNC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775K | Buy |
9,356
+6,165
| +193% | +$510K | 0.01% | 793 |
|
|
2025
Q1 | $267K | Sell |
3,191
-212
| -6% | -$17.7K | ﹤0.01% | 1105 |
|
|
2024
Q4 | $258K | Sell |
3,403
-508,230
| -99% | -$38.5M | ﹤0.01% | 1077 |
|
|
2024
Q3 | $38M | Buy |
511,633
+47
| +0% | +$3.49K | 0.41% | 57 |
|
|
2024
Q2 | $32.1M | Buy |
511,586
+25,256
| +5% | +$1.58M | 0.39% | 63 |
|
|
2024
Q1 | $31.3M | Buy |
+486,330
| New | +$31.3M | 0.39% | 57 |
|